DAKOTA WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
48,681
Total plan assets
$10.5B
Filings (rows)
5
Direct comp
$136K
Indirect comp
$0
Aggregating 3 name variants under "DAKOTA WEALTH"
SERVICES PROVIDED
Other3
Advisor / Consultant2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $28K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,252 | $4.6B | $7K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 488 | $349.2M | $13K |
| MINNESOTA AG POWER, INC. DBA MIDWEST MACHINERY CO. MIDWEST MACHINERY CO. 401(K) PLAN | GLENCOE, MN | Advisor / Consultant INVESTMENT ADVISOR | 615 | $56.4M | $85K |
| LAKE AREA DISCOVERY CENTER LAKE AREA DISCOVERY CENTER 401(K) PLAN | WHITE BEAR LAKE, MN | Advisor / Consultant INVESTMENT ADVISOR | 237 | $1.2M | $3K |